KII and KSM - easily accessed via the ASX
with proven long term growth for your SMSF.

Invest directly now in K2 Funds via the ASX Exchange Quoted Managed Funds.

ASX Traded Funds - How to Invest

  • Read the PDS
  • Contact your broker or access your online trading account, and purchase units on market in KII or KSM directly via the ASX
  • Receive confirmation of your investment via email or post and begin accessing your account via our online portal and your CHESS account.

Benefits of Investing via the ASX

  • Easy access via your broker or online broker account
  • No paper application forms
  • No minimum investment
  • Investments held via your CHESS account
  • Intraday liquidity

Unlisted Managed Funds - How to Invest

You can directly apply for units within the K2 funds by following the below steps:

  • Read the relevant PDS, including the general information below, and our Privacy Policy
  • Complete the application form and client identification form at the end of the relevant PDS and send them to the unit registry with cleared funds by 2.00pm on the Business Day on which you wish to purchase units.
  • Receive confirmation of your investment via email or post and begin accessing your account via our online portal.

 

Access and availability for Master Trusts and Wrap Platforms

In addition to investing directly, the K2 Funds are available through Master Trust accounts and Wrap Platforms.
Please refer to the table below for the full list:

*Please note that in most cases the above names are for the main Master Trust/IDPS provider. There may be a badged offering/s behind these providers which may or may not offer all the funds mentioned.

Forms

General Information